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| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP, INC. Service code 27 · EIN 31-1440043 EVERHART ADVISORS · DUBLIN, OH 43017 | Advisory (Plan) | $24,408 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,387 | $84,784-31.1% | $98,462-40.7% | $74,478-21.6% |
| Participation rate | 30.6% | 81.5%-50.9pp | 75.2%-44.6pp | 70.7%-40.1pp |
| Annual return | -2.28% | 20.59%-22.9pp | 21.20%-23.5pp | 34.37%-36.6pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,049-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,586 | $5,218-69.6% | $4,738-66.5% | $4,530-65.0% |
| Admin fee / account holder | $232 | $204+13.4% | $8,875-97.4% | $347-33.2% |